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iShares Russell 2000 ETF
IWM

Name Holding Trade Value Shares
Change 		Change in
Stake
AFP
601
Ausdal Financial Partners
Iowa
$869K +$890K +7,719 New
NCM
602
Neumann Capital Management
California
$861K +$12.1K +105 +1%
SC
603
SouthState Corp
Florida
$851K +$31.7K +275 +4%
WI
604
WHV Investments
California
$848K +$870K +7,540 New
CPSAC
605
Chas P. Smith & Associates (CPS)
Florida
$847K +$122K +1,060 +16%
CAW
606
Cornerstone Advisors (Washington)
Washington
$845K +$52.9K +459 +7%
F
607
Filament
Washington
$843K -$300K -2,600 -26%
AAM
608
Aureus Asset Management
Massachusetts
$838K +$46.7K +405 +6%
WCM
609
Wealthcare Capital Management
Virginia
$832K +$32.3K +280 +4%
NPT
610
Nixon Peabody Trust
Massachusetts
$830K +$850K +7,370 New
MMG
611
Monetary Management Group
Missouri
$828K +$55.9K +485 +7%
DIA
612
Denver Investment Advisors
Colorado
$826K – – –
LIC
613
Lodestar Investment Counsel
Illinois
$820K +$6.92K +60 +0.8%
OTC
614
Opera Trading Capital
France
$819K +$840K +7,280 New
BHIA
615
Birch Hill Investment Advisors
Massachusetts
$811K +$67.1K +582 +9%
GBBWRPM
616
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
$804K +$823K +7,137 New
HCMT
617
Highland Capital Management (Tennessee)
Tennessee
$802K – – –
BFO
618
Boston Family Office
Massachusetts
$792K – – –
AWM
619
Avior Wealth Management
Nebraska
$790K +$10K +87 +1%
JFGIW
620
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$790K +$10.7K +93 +1%
FA
621
FCG Advisors
New Jersey
$790K +$24.7K +214 +3%
FUBT
622
First United Bank & Trust
Maryland
$780K +$19.6K +170 +3%
TNBTD
623
Trustmark National Bank Trust Department
Mississippi
$776K -$137K -1,192 -15%
CFA
624
CT Financial Advisors
Pennsylvania
$773K -$6.11K -53 -0.8%
KCM
625
Kennedy Capital Management
Missouri
$767K +$786K +6,810 New
23 24
25
26 27